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Creative Planning WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
7
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $235K |
| Q3 2025 | $108 |
| Q4 2025 | $976K |
| Q4 2025 | $667K |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 17.5K | — | — |
| Q2 2026 | $1.3M | 17.3K | — | — |
| Q1 2026 | $1.2M | 19.0K | — | — |
| Q4 2025 | $667K | 12.1K | — | — |
| Q4 2025 | $976K | 17.7K | — | — |
| Q3 2025 | $108 | 2 | — | — |
| Q3 2025 | $235K | 4.4K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M